EWA
EverSource Wealth Advisors’s Berkshire Hathaway Class B BRK.B Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.84M | Buy |
20,252
+6,358
| +46% | +$3.09M | 0.44% | 54 |
|
|
2025
Q1 | $7.4M | Sell |
13,894
-6,375
| -31% | -$3.4M | 0.41% | 63 |
|
|
2024
Q4 | $9.19M | Buy |
20,269
+401
| +2% | +$182K | 0.52% | 45 |
|
|
2024
Q3 | $9.14M | Buy |
19,868
+907
| +5% | +$417K | 0.58% | 42 |
|
|
2024
Q2 | $8.31M | Buy |
18,961
+2,635
| +16% | +$1.16M | 0.55% | 44 |
|
|
2024
Q1 | $6.48M | Buy |
16,326
+2,089
| +15% | +$829K | 0.51% | 50 |
|
|
2023
Q4 | $5.08M | Buy |
14,237
+1,524
| +12% | +$544K | 0.47% | 53 |
|
|
2023
Q3 | $4.45M | Buy |
12,713
+305
| +2% | +$107K | 0.47% | 55 |
|
|
2023
Q2 | $4.23M | Buy |
12,408
+9,106
| +276% | +$3.11M | 0.47% | 54 |
|
|
2023
Q1 | $1.02M | Buy |
3,302
+894
| +37% | +$276K | 0.13% | 140 |
|
|
2022
Q4 | $744K | Buy |
2,408
+36
| +2% | +$11.1K | 0.11% | 148 |
|
|
2022
Q3 | $633K | Buy |
2,372
+397
| +20% | +$106K | 0.14% | 138 |
|
|
2022
Q2 | $540K | Buy |
1,975
+510
| +35% | +$139K | 0.14% | 136 |
|
|
2022
Q1 | $517K | Buy |
1,465
+28
| +2% | +$9.88K | 0.13% | 143 |
|
|
2021
Q4 | $430K | Buy |
+1,437
| New | +$430K | 0.12% | 134 |
|